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Written by: Matt Britzman | Hargreaves Lansdow The IPO prospectus showed 2025 revenue growth of 33% to $18.7bn and first-quarter 2026 revenue up 15%, to $4.7bn. The business swung from a $0.5bn operating profit in 2024 to a loss of $2.6bn in 2025. Losses continued to widen in the first quarter of 2026, to $1.9bn. There was a free cash outflow of $14.0bn in 2025, and $9.1bn in the first quarter of 2026. The group had net debt of $6.6bn as at the end of the first quarter (before IPO proceeds).

Written by: Wuraola Abayomi One of the easiest mistakes a founder can make is solving the wrong problem. A project misses its deadline. A client complains about inconsistent service. New hires seem to struggle to get up to speed. The natural reaction is often to question the people involved. Was it a bad hire? Is the team not working hard enough? Should someone be replaced? Sometimes the answer is yes. More often than many founders realize, the answer lies somewhere else.

In this podcast episode on client acquisition for financial advisors, Alex Khassa joins host Ben to break down what actually works — and what doesn't — when RIAs try to grow through paid digital marketing and Meta ads. Drawing on $10M+ in Facebook and Instagram ad spend and 30,000+ booked appointments, Alex walks through the video-first lead generation funnel his firm uses: a 90-second advisor-led Facebook ad, a 10-minute educational VSL, and a booked consultation.

Written by: Rick Dennen | Oak Street Funding Wealth advisors are a busy group. Trying to stay on top of market trends and clients’ portfolios can leave little time for direct client interactions. Surprisingly, it looks like technology, in the form of artificial intelligence (AI) tools, may help to provide a solution. Read on to learn about use cases and caveats for AI in wealth management, as well as tips for choosing appropriate AI tools.

The most revealing meeting in a financial advisory practice may not be the weekly huddle, the quarterly planning session, or the annual offsite. It may be lunch. Not the rushed lunch eaten over a keyboard. Not the mandatory “team bonding” event that feels like another meeting in disguise. Not the catered tray dropped into the boardroom while everyone quietly checks email.

Does AI enhance customer support, or does customer support enhance AI? Answer: AI enhances customer support when it handles routine tasks and empowers employees to focus on complex, high-value interactions, but when customers rely on humans to fix AI’s shortcomings, customer support ends up enhancing AI instead. It used to be that technology enhanced customer experience.

There is a particular kind of exhaustion that doesn’t show up on your face. It lives somewhere deeper. In the tightness in your chest when you wake up at 5:00 in the morning. In the way you move through your day, getting everything done and feeling nothing. In the quiet voice underneath all of it that you keep pushing past, because there is always something else that needs your attention. Most leaders I work with know that voice. They just don’t talk about it. I was no different.

Written by: Cristina Leira, PhD Artificial intelligence is reshaping HR faster than any technology since the internet. And the conversation in most boardrooms is aimed at the wrong target. The hard part of this transition is not technological adoption. It is biological integration. Because for every algorithm tuned for efficiency, there is a human being whose brain, identity, and mental health are being reshaped in real time. The tools arrive in weeks.

Written by: David Wheeler, Ian McNaugher, Jayme Lisiewski, and Patrick O'Connell As economies become increasingly electrified and power demand grows, the transmission, storage and infrastructure needed to support reliable electricity delivery are evolving. In our view, these trends are creating attractive opportunities across the technologies and infrastructure that underpin the energy transition.

As more individuals and families own assets across multiple countries, estate planning has become more complex. Financial advisers must consider how different legal systems and tax rules can affect a client’s long-term plans. Understanding the most common international estate planning challenges can help them reduce risk and better protect their clients’ wealth across borders. International estate planning can be more complex when assets or beneficiaries are located in multiple countries.